CITIC Construction Investment: AI Computing Power Fuels Cooling Architecture Upgrade, Liquid Cooling Primary-Side Equipment Undergoes Value Reevaluation
21 hour ago / Read about 0 minute
Author:小编   

According to the most recent research report released by CITIC Construction Investment, the burgeoning demand for high-density AI computing power is propelling a sweeping transformation in data center cooling approaches, transitioning from traditional air cooling to advanced liquid cooling solutions. The liquid cooling architecture sets stricter standards for the cold source, demanding lower temperatures, enhanced stability, and precise controllability. Consequently, the primary-side system has been elevated from a mere auxiliary support role to a core component of the data center infrastructure. Within the primary-side cooling equipment, chillers and compressors emerge as particularly vital elements. Serving as the central cold source, chillers are responsible for providing round-the-clock cooling capabilities, while compressors play a pivotal role in determining the overall cooling capacity and energy efficiency levels of the system. As data center cooling systems evolve towards medium-temperature efficiency, substantial cooling capacities, and the adoption of magnetic levitation centrifugal technology, the unit value, technological barriers, and industry concentration associated with chillers and compressors are concurrently on the rise. Manufacturers specializing in magnetic levitation centrifugal compressors with proprietary technologies, along with leading chiller companies that have successfully integrated large cooling capacity products into mainstream supply chains, are poised to reap continued benefits from this industry shift.